Michele Canali
Portfolio Analyst Manager @Ioinvesto Scf
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WORK HISTORY
Portfolio Analyst Manager @Ioinvesto Scf
Bergamo, IT
Serving over clients and €500mln+ in assets under advisory, I lead the Investment Research & Portfolio Strategy Team, overseeing all portfolio construction and investment selection processes for IoInvesto SCF, one of Italy’s leading independent financial advisory firms.Main Responsibilities:• Lead a team of three analysts and coordinate all Investment Research and Portfolio Strategy activities• Design and maintain the Model Portfolio and Asset Allocation frameworks• Develop the security selection process (ETFs, Equities, Bonds, Certificates)• Provide technical support to financial advisors in portfolio construction and client calls• Conduct weekly webinars on financial markets monthly views)• Collaborate with the development team as Financial Product Manager for the “IoInvesto Plus” platform• Lecturer at Metaskill (IoInvesto Group’s training company), teaching in the Master’s in Independent Financial Advisory and other financial courses (Intermarket Analysis, Financial Mathematics, Bond Investing – Basic & Advanced)• Since October 2025 responsible for the Business and Financial Plan, supporting management in strategic planning and forecasting
EDUCATION
Università degli studi di Parma
Bachelor's degree
Università degli studi di Parma
Master's degree
ABOUT MICHELE CANALI
Passionate about financial markets and the intersection between finance, technology, and strategy.With a strong financial background and experience across investment research, portfolio construction, and business planning, I currently lead the team responsible for Model Portfolios and Asset Allocation at IoInvesto SCF — one of Italy’s leading independent financial advisory firms.I also contribute to the development of the company’s digital investment platform and support management in strategic and financial planning.My work bridges analytical thinking with an entrepreneurial mindset, driven by curiosity, innovation, and the ambition to build efficient, transparent, and modern solutions for investors and organizations.
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